Loan Interviewers and Clerks
Also known as: Closer, Closing Agent, Closing Coordinator (+35 more)
Interview loan applicants to elicit information; investigate applicants' backgrounds and verify references; prepare loan request papers; and forward findings, reports, and documents to appraisal department. Review loan papers to ensure completeness, and complete transactions between loan establishment, borrowers, and sellers upon approval of loan.
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What You'll Do
- Verify and examine information and accuracy of loan application and closing documents.
- Interview loan applicants to obtain personal and financial data and to assist in completing applications.
- Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
- Answer questions and advise customers regarding loans and transactions.
- Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
- Record applications for loan and credit, loan information, and disbursements of funds, using computers.
- Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
- Present loan and repayment schedules to customers.
- Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.
- Check value of customer collateral to be held as loan security.
Essential Skills
Career Fit Overview
Use this summary to sense whether the day to day rhythm and focus of this path line up with what energizes you.
Top passions
- Organizer: Bringing order to data and processes satisfies you.
- Leader: Taking charge and moving ideas forward motivates you.
- Helper: Supporting people and making a difference matters to you.
Common styles
Attention to Detail, Integrity, Dependability, Cooperation, Initiative
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Key Abilities
This career demands strong capabilities in the following areas:
Technologies & Tools
Work Environment & Style
Common Styles for This Career
- Attention to Detail (High importance: 4.63/5)
- Integrity (High importance: 4.61/5)
- Dependability (High importance: 4.42/5)
- Cooperation (High importance: 4.22/5)
- Initiative (High importance: 4.17/5)
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This career typically requires vocational school, related on-the-job experience, or an associate's degree. Some specialized training or certification may also be required.
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Also Known As
This career is known by many different job titles across industries. Here are all the variations:
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